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Registered Rep. August 28, 2013 Carina S. Diamond	We Need More Female Advisors When it comes to attracting women to our ranks, the industry still has a long way to go
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Financial Advisor July 2012 Eleanor Blayney	Money Talks, So Do Women Female clients have a lot to say about what they want from advisors.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
Investment Advisor April 2010 Bob Clark	Clark at Large: Venus Rising Financial advisor Eleanor Blayney has compiled her experience and wisdom on approaching personal finance from a woman's perspective into a book titled Women's Worth: Finding Your Financial Confidence due out in May, published by Direction$.
Investment Advisor June 2007 Melanie Waddell	Only So Far, Still? Bias against women in the financial field -- both clients and advisors -- still exists.
Registered Rep. February 1, 2012 Kristen French	Talk to Her: How to Keep Women Clients Nearly one-half of every financial advisor's book is controlled by women, but unless advisors learn the nuances of communicating with these clients, they could disappear at the drop of a hat.
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
Investment Advisor September 2010 James J. Green	Talk to Me: A Guide to Advising Women and Couples Susan Hirshman's new book, Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success, can help women be more successful in their planning, but it can also teach advisors plenty on how to communicate better with women and couples.
Financial Advisor January 2005 Eva Marer	Progress In The Profession Margaret Chow Stanner is one of the women who blazed a trail in the financial advisory field that others are now following.
Financial Advisor November 2010 Joni Youngwirth	Out Of Balance Should our industry take proactive steps to increase its number of women?
Financial Planning October 1, 2009 Marc S. Freedman	Get Serious Advisors have the ability to serve the mass affluent well, and earn money too. This is a segment of our population that is ready to get serious right now.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
Financial Planning December 1, 2010 John J. Bowen, Jr.	Team Player Many advisors have asked me for more specifics about expert teams-what they should look like and how best to build them.
Financial Advisor February 2006 Grove & Prince	Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Financial Planning June 1, 2008 Stacy Schultz	More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.
Financial Advisor July 2009 Andrew Gluck	Advisors Who Get Fired In tough times, good advisors should be able to broach touchy subjects with their clients.
Investment Advisor May 2008	Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb.
Investment Advisor January 2008 Susan L. Hirshman	Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality.
Registered Rep. November 6, 2012 Kathleen Burns Kingsbury	Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples.
Registered Rep. February 9, 2011 Diana Britton	IMCA Helps Financial Advisors Pick Up Women Three out of four wealthy women are looking or thinking of looking for a better financial advisor.
Registered Rep. December 2, 2013 Diana Britton	Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids?
Registered Rep. May 12, 2011 Matt Oechsli	7 Key Attributes of Top Assistants The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Here are the findings.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
Financial Advisor June 2008 Grove & Prince	Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Registered Rep. January 28, 2014 Matt Oechsli	Where Have All the Role Models Gone? Why aren't financial advisors immersed in the power of role models? Why aren't they infatuated with the elite advisors and trying to model everything about them? I'm not sure I have an answer.
Financial Planning July 1, 2007 Marie Swift	Beyond Mars and Venus What do women want from their financial advisors? A connection, not just a sale. Here's why you may not be reaching this rich, underserved market.
Registered Rep. August 25, 2010 Jerry Gleeson	Women Investors Want More From Advisors, Report Finds A new survey by Boston Consulting Group that addressed the global wealth of women found a common complaint -- although women's cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men.
Financial Planning June 1, 2012 Ann Marsh	Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
Financial Planning November 1, 2009 Donna Mitchell	4 Questions with Michael J. Silverstein The author of Women Want More examines the spending categories of women and particularly emphasizes how unhappy women are with financial services, healthcare and consumer durables.
Registered Rep. November 5, 2012 Matt Oechsli	Speaking the Same Language For affluent women, communication with their financial advisor is key. Here's how to speak the same language.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
On Wall Street December 1, 2009 Denise Federer	Fostering Financial Resiliency in Your Clients The ultimate challenge facing financial advisors is how to guide clients to manage their anxieties, move forward and take the necessary steps to ensure their financial futures.
Registered Rep. February 27, 2003 Will Leitch	Wealthy Clients Growing Disenchanted with Advisors A just-released report from the Spectrem Group, a Chicago-based consulting firm specializing in the affluent market, says only 59 percent of high net-worth clients are pleased with their advisors' performance. That's down from a 79 percent satisfaction rate just two years ago.
Registered Rep. March 11, 2011 Diana Britton	MetLife, Other Insurers, Renew Focus On Women MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market.
On Wall Street November 1, 2011 Elizabeth Wine	The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Registered Rep. September 1, 2005 David A. Geracioti	You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
Financial Advisor September 2008 Tracey Longo	Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients.
Financial Planning October 1, 2010 Susan Bradley	Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet.
Financial Advisor March 2006 Grove & Prince	The Secrets Of Million-Dollar Producers Here is how the role client loyalty plays in both the sustainability of the client/advisor relationship through difficult market conditions and poor performance and the client's willingness to provide more assets and referrals to the advisor.